Jimmy’s Journal Investment Library
🧠 The one-stop shop for becoming a better investor...
“Where’s that MercadoLibre thesis again?”
Or:
“Which post had those mental models you talked about?”
I get questions like these all the time - and it makes sense.
We cover a lot around here:
Business models,
Industry shifts,
Financial statements,
Competitive dynamics.
Each edition is meant to stand on its own - but the real value comes when you start connecting the dots over time.
So I built something to help you do just that.
Welcome to the Jimmy’s Journal Investment Library - a simple, living map to help you navigate everything we’ve published (and what’s still to come).
Jimmy’s Journal Investment Library:
Below is a simple map to help you navigate our archive.
Whether you’re here for deep dives on high-quality compounders, discussions on capital allocation, or reflections on macro risks that matter (and many that don’t), this will help you get oriented.
(Note: Not every link is active - yet. We’re filling in the gaps over time).
🧠 Think Like a Pro
Build the mindset of a professional investor. These posts teach you how to read financial statements, interpret filings, and apply the mental models used by top-tier analysts.
How to Read a Cash Flow Statement (readers fav ⭐)
📊 Investor Toolkit
A curated collection of tools, books, and academic papers that support serious equity research. Ideal for deepening your analytical edge.
✍🏻 Reflections & Stock Ideas
Field notes, reflections, and raw insights that haven’t (yet) become full investment theses - but reveal how I think, what I’m studying, and where I’m looking next.
Note #1: What I Learned After 8 Years Working as an Equity Analyst (readers fav ⭐)
Note #3: Net Income Doesn't Matter. Look for Free Cash Flow (FCF)
Note #4: Growth vs. Value: A False Dichotomy
Note #5: How to Define the Total Addressable Market (TAM): Uber's Case Study
Stock Ideas #1: The Platform Playbook: Why They Dominate +32% of My Portfolio
Stock Ideas #2: Top-5 Out-of-Consensus Investment Ideas for 2025
Stock Ideas #3: 5 Inflation-Proof Stocks to Watch in 2025
Stock Ideas #4: Top-5 Quality Stocks That I’m Watching
🔬 Investment Theses:
Full investment theses on US and LatAm public companies. Each includes business models, capital allocation, risks, and key catalysts.
US:
Meta Platforms ($META) Investment Thesis
Netflix ($NFLX) Investment Thesis
LatAm:
MercadoLibre ($MELI) Investment Thesis (readers fav ⭐)
Dlocal ($DLO) Investment Thesis
XP Inc. ($XP) Investment Thesis
📈 Portfolio Updates:
A behind-the-scenes look at how I’m allocating capital - what I’m buying, holding, or trimming, and why. Transparent, thesis-driven updates grounded in fundamentals and long-term thinking.
This page will evolve over time - just like your knowledge.
If you’ve been here for a while: thank you.
If you’re new: welcome aboard.
Either way, this is your map.
Let’s keep compounding.
Cheers,
Jimmy
Disclaimer
As a reader of Jimmy’s Journal, you agree with our disclaimer. You can read the full disclaimer here.